Bookkeeping

Thirty-eight clients, the same twelve documents, twelve times a year.

Pidgy is an AI email assistant for bookkeeping practices. It sorts the practice inbox before you open it, keeps count of which client still owes which document this month, drafts the reminder in your words, and turns what you promised in a thread into work you can see.

Ask for a place in private beta →
Gmail and OutlookYou click sendEU data residency

Today 3 of 11 done

Good morning.

Monday, 9 March

5 waiting on you·22 waiting on clients·Q1 VAT closes in nine days

FocusWaitingProjects
BRSales invoices for February still missingFalseVAT deadline
TPAsk which card paid the 612 euro at Colruyt41dUnallocated
HVPurchase invoices arrived, post them1dReturned
MOConfirm the new bank account is in CODA4dReady
61 replies drafted · 9 stale follow-ups · 188 to triage

Illustrative data from no real bookkeeping practice

A working week, on average

EmailThe actual work
120+

business emails a day, per person. Perhaps six change what you do.

Radicati Group, Email Statistics Report
23 min

to get back to what you were doing after one interruption.

Mark, Gudith and Klocke, UC Irvine, 2008
28%

of the working week goes to email, before any real work is opened.

McKinsey Global Institute, The social economy, 2012

Most of the month is spent asking for things.

Not posting. Asking for the February sales invoices a second time, working out which of three card payments matches the receipt someone photographed, and telling a client for the fourth time that the VAT return cannot go out without the missing purchase invoice.

It is that nothing in the office counts how long each client has had the request. Thirty-eight clients, twelve documents each, and the only record of who was chased is a scroll through sent items.

Pidgy does not make you post faster. It takes the asking, the matching and the chasing off you.

Four things it does before you have opened anything.

NLFive bookkeeping tips for the new VAT chainNewsletter
SWYour Octopus invoice is readyNotification
Sales invoices for February, still missing ~5mVAT in nine daysBracke BV
The 612 euro card payment at Colruyt ~2m41 days waitingBlocks the quarter
RNRelease notes 5.1: bank moduleNotification
WBReminder: webinar on Peppol for small firmsNewsletter

You only see what matters

A hundred and eighty a day, and the ones that matter are the ones with a deadline behind them.

Bracke BVSales invoices, February, asked twice9dFollow up
Tijdloos, sole traderWhich card paid Colruyt41dFollow up
Mertens NVPurchase invoices, March2dToo soon
Follow up · Bracke BVDrafted

Dear Sofie, a short reminder about the February sales invoices. The VAT return goes out in nine days and it cannot go without them. Forwarding the PDFs is enough.

SendReady when you are

Follow-ups sorted for you

Which client still owes which document for which month, how long they have had the request, and the reminder already written. You press send.

SBFrom Sofie BrackeBracke BV · this morning

February invoices and the new supplier

Attached the sales invoices for February at last. We also started with a new supplier in Germany, can you check whether we need to do anything for the reverse charge before the VAT return goes out?

Post the Mertens purchase invoices
Check the reverse charge on the new German supplierBefore Q1 VATSofie BrackeBracke BV
Match the Colruyt card payment
Send the Q4 listing

Emails become tasks

Who is asking, what for, and by when, lifted out of the email and put on the list with the deadline and the client attached.

KBCStatement, current account, week 10Bank statement
HVPurchase invoices, March, 14 PDFsInvoice
TPPhoto of a fuel receiptReceipt
FFReminder: VAT return, first quarterOfficial
BRSales invoices, FebruaryInvoice
NLBookkeeping tips, weeklyNewsletter

Emails categorised for you

Bank statements, purchase invoices, receipts, official post, newsletters. Labelled on arrival, so the March invoices are one click, not a search.

Illustrative data from no real bookkeeping practice

And then the rest of the day.

Five more things Pidgy does between an email landing and the month being posted.

  1. Replies

    Three ways to answer it. Or your own words.

    Every thread that needs a reply gets three, and they are not three tones of the same sentence. They are the three things you would most plausibly say back, given what the client asked.

    Ask for a place in private beta →

    Reply to Sofie Bracke

    “Can the VAT return wait a week? Two invoices are still coming.” Sofie Bracke, this morning

    Three likely answers click one

    Explain the deadline
    Ask which two
    Offer to file and correct
    Write it yourselfAlways available
    Selected draft Edit

    Dear Sofie, the return has a fixed filing date and a late filing costs more than a missing invoice. Send what you have by Thursday and we will file on time. The two stragglers go into the next return.

    SendYou press it
  2. Plan mode

    Your day on one side, the work on the other.

    You drag one into the other. Each task carries the time it will really take, so the last week before a VAT deadline looks overcommitted before it is.

    Ask for a place in private beta →

    Plan mode click a task

    Unscheduled

    Post the Mertens purchase invoices45m
    Match the Colruyt card payment10m
    Reverse charge check, German supplier30m

    Wednesday

    Bracke BV, call
    Drop a task here
    VAT returns, first batch
    Drop a task here
    Practice meeting
    Wednesday has two free hours. Three tasks want them.
  3. For your client

    A list, not a login.

    Your clients already have a portal they never open. This is a link to their own missing documents for the month, which they can finish from a phone in the van. It expires, it is revocable, and what arrives can forward straight to your capture tool.

    Ask for a place in private beta →
    Bracke BV, March3 open
    Sales invoices for FebruaryPDFs are enough, photos will doUpload
    The 612 euro card payment at ColruytWhich card, and what was it forAnswer
    Statement for the savings accountNot covered by CODAUpload
    Purchase invoices, FebruaryReceived
  4. Projects

    And it adds up to a picture.

    Projects group the work the way your practice already thinks about it: the VAT quarter, the year-end for the companies, the personal returns.

    Ask for a place in private beta →

    Projects, created for you

    Personal returns12
    Q1 VATYou

    AI summary

    27 of 38 clients ready to file. Nine are waiting on one document each. Bracke BV is the oldest, on February sales invoices you asked for nine days ago.

    71%Clients ready

    Timeline

    Mertens purchase invoices posted
    Bracke, February sales invoices

    Tasks

    Chase Bracke invoicesSB
    Colruyt card paymentTV
    Year-end, companies19
  5. Ask Pidgy

    Or just ask it.

    “Which clients still have not sent February?” is a question you answer today by opening thirty-eight folders. Pidgy answers it with the threads, and notices when a colleague usually handles that client.

    Ask for a place in private beta →

    Ask Pidgy

    Which clients still have not sent February?

    Pidgy

    Nine of thirty-eight. Bracke BV is the oldest and the only one blocking a VAT return:

    Sales invoices, February · Bracke BVYou asked 28 February · 9 days, no replyOpen
    JVJonas usually handles Bracke. Hand him the follow up?Delegate
    Ask anything about your mailbox

Illustrative data from no real bookkeeping practice

Before you let anything near a client mailbox.

You click send

Pidgy drafts. It has no permission to send on your behalf, and there is no setting that grants one.

Hosted in the EU

Data residency in the EU, scoped per mailbox, DPA on request. Export or purge whenever you want.

It never deletes

Nothing is archived, moved, marked read or thrown away. Your mailbox is exactly where you left it.

Never trains on you

Correspondence builds your lists and your drafts. It is never used to train a model, ours or anyone else's.

Questions bookkeepers ask

What does it cost?+

Per mailbox, monthly, published when we open to everyone. The first group is free. Asking for a place costs nothing, connects nothing and grants no access to your mail.

Does it read the amounts on the invoices?+

No. It knows an invoice arrived and closes the request it belongs to. It does not extract amounts, code anything or post an entry. Your capture tool and your ledger stay in charge of that.

Our clients send everything by WhatsApp. Does Pidgy see that?+

No, and by design. Pidgy reads the practice mailbox and nothing else. Clients who photograph receipts to your mobile stay invisible to it. What it can do is give them a link to upload to instead.

Peppol handles the structured invoices now. What is left?+

The long tail that never became structured: foreign suppliers, receipts, card statements, the second bank account, subscriptions paid by the owner personally, and every question that starts with what was this payment.

Does it work in Dutch and French?+

Yes. It reads mixed language mailboxes and drafts in the language of the thread, which for most practices means Dutch to one client and French to the next without switching anything.

We work from one shared practice mailbox. Does that work?+

Yes, and it is the case where a partner answering from their phone stops being invisible to the rest of the office. Everyone sees what they could already see. Pidgy never widens access.

A first group, chosen by hand.

Pidgy opens to a small number of practices before anyone else, and we pick them ourselves. If bookkeeping is your trade, tell us and we will be in touch.

Email only, nothing else askedAsking connects no mailboxWe reply either way